They are answered by the XTRF community and our experts

Under review

File Categories

Katie 2 years ago in Home Portal / Smart Projects updated by Jesus Angel Morato Morato 4 weeks ago 5

We have some projects that don't work well with the available XTRF file categories:

Some examples are transcription projects, voiceover projects, and subtitling projects. It would be great to have the option to edit these, but we don't. Does anyone else deal with projects that don't fit these file types? Do you use the "Other" category frequently?


Bilingual Document
CAT Analysis
CAT Package
CAT Package (Return)
Filtering Rules
Formatted Document
memoQ Light Resource
QA Report
Reference File
Segmentation Rules
Source Document
Source to be Prepared
Translated Document
Translation Memory


Disable copying the client’s PO number when duplicating the project

Laura Jimenez 4 days ago in Home Portal 0

Dear all,

I’d like to ask you if it would find usefull to disable copying the client’s PO number when we are duplicating the project. It causes many mistakes with PO numbers, because it’s very easy to forget to change the  PO number to actual one.




Multiple Change in Views

Laura Jimenez 3 weeks ago in Home Portal 0


Would you find useful to have the Multiple Change option in the Views configuration?

For example: what if you create a new user group and want to share with it a few of the views? Right now there is no other option that doing it manually one by one.


Hyperlinked text in job instructions

Sancho Leath 3 months ago in Home Portal / Smart Projects updated by mark 3 months ago 5

Has anyone found a way to hyperlink text in the job instructions of Smart Projects? XTRF Customization claims this is possible, but I haven't found a way to make it work yet.

When adding a URL with or without https, or an email address, in the job instructions of the Home Portal, this is rendered as a clickable link in the Vendor Portal job instructions. But how can you render hyperlinked text in the Vendor Portal, e.g. "Click here for further details" (with hyperlink pointing to specific URL reference)?

Under review

In Classic Projects, is there a way to create a project template with the same client, instructions, and reference/terminology/work files?

Adrián Flores 3 months ago in Home Portal / Classic Projects updated 3 months ago 4

We would like to create project templates in which the unchanging aspect were the client, the task instructions, and the reference, terminology or work files.

Can this be done in Classic Project?



Unless you post more requirements and the task becomes more tricky, there are several solutions:

a) create a model Project, categorize it appropriately, keep closed or always open and just Duplicate it case by case.

When duplicating, you still have these options to make the new Project a little different.

b) create a proper Project Template

It would hold the entire structure of LCs and Tasks but upon creating a new Project, you would be able to modify those. 

c) create a client-dedicated Workflow Definition. 

This option would not carry any language combinations or more complex structure, though.


vendor details available from project

Krijn 6 months ago in Home Portal / Smart Projects updated by Bogusław Reich (XTRF Product Owner) 3 months ago 4


when our PM are working on a project they sometimes have to contact translators. At the moment it is very difficult for them to access vendor details such as phone number. They actually have to open another XTRF in another window whicht is very cumbersome and not good for performance. Do you have any idea how this can be solved? If for example we could just click on the venodor name from the project that you then see vendor details such as phone number?


@Krijn, I see you posted this as a development idea on another forum (thanks!), so let the discusstion continues there and allow me to close the thread here.

Under review

Questions about recent Automation webinar

Just watched the recorded webinar "Automation of the Translation Process" and had a few questions (possibly for Maciej):

  1. Number of Availability Days does not seem to be available for the Select Vendor popup view, correct? This is a great feature I was unaware of and I can reproduce it on the regular Vendor view, but not where it would be most useful (Select Vendor view in actual project).
  2. Job Offer page (hyperlink in Job Offer mail to vendors) does not show the Volume (source words) information that was entered to automate the approximate deadline. Is this a settings issue? The need for proposing an alternative deadline from the vendor side is already discussed elsewhere on this forum.
  3. Preferred Vendors on customer level is very useful. Any way of ranking such vendors? In the real world, you will have a pool of preferred vendors by client, but within that pool a prioritization is needed to make sure 1st choice is contacted first before the backup candidates.
  4. While there is the useful function to split a job, is there any way to merge jobs, e.g. that have been automatically split but will be handled by the same vendor (e.g. freelancers decline job and jobs are assigned to agency instead)?

I don't know how this was missed and I believe you found your answers long time ago, but to confirm:

  1. No, this filter is not available there, in the Select Vendor pop-up. The upcoming Vendor Workload overhaul should be helpful
  2. Volume is not meant for the Vendors. It is a Project-level attribute and would be irrelevant for any Vendor, whose work is not counted by the main calculation unit, or is just involved in a fraction of the general volume. 
  3. There is no ranking for preferred vendors, no. 
  4. There is no smart way to merge jobs. You need to reassign languages and delete the unused, empty job with no languages. If you have several jobs with different Payables, dates and statuses, merging them raises a ton of questions. 


Copying Tasks for Multilingual Quotes

I am trying to give Smart Projects another chance. I searched for this issue in the forum but couldn't find a matching topic. Is there no way to copy a task (receivables) from one language down to 10 more? It seems quite tedious to do it manually 10 times.

Under review

List vendor payables that haven't been invoiced yet

NadiaAnag 10 months ago in Home Portal updated 10 months ago 3

In Invoicing > Vendor Payables we can only see vendor payables, for which an invoice has been submitted. So this is essentially the same as "Vendor Invoices". How can we see Vendor Payables that haven't been invoiced yet, but are due to be invoiced soon?


The two subtabs Client Receivables & Vendor Payables are not what they sound like. 

Neither invoices as such, nor the project-related Receivables / Payables, they rather show 'amounts due' for the respective financials, which result from invoicing. 

Study this example.

Most of the time, your invoices are due as entire items. But sometimes, you need to split payments or expect an invoice to be paid in halves at different times. That's when you see more than one Client Receivable for a single invoice. See below. I applied split payment on this example invoice 2019/15, therefore I expect to receive two amounts with different due dates. 

Inside the invoice, I chose 50/50 payment terms. Notice Desription field with two dates and the details. 

And this is how it's set up.


To answer your question: it would be best if you used Projects > Jobs overview. It's where you can see all jobs, filter by their status, invoicing status, as well as their expected invoicing date. 

Under review

Custom fields in Smart Projects Process/Jobs

Jorge Villafuerte 11 months ago in Home Portal / Smart Projects updated by mark 10 months ago 2

We were using some custom fields on the Job scope in Classic Projects, now in Smart Projects, there is not such fields. And neither there is an option in custom fields to add them to the Process/Jobs scope in Smart Projects.

Is there a workaround or a way to use the custom fields in Smart Projects for the jobs?



You are right, custom fields are not available / visible on Smart Project jobs. We don't really have a workaround these days.

There has been a discussion here, but not a particularly intense one.